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Zoho Invoice

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Invoice, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoinvoice.com

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1147 results found

  1. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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    Hi Jeff,

    In the email preview page, if you press the Enter key, it would only place the cursor in the next line of the text area. Only if the “Tab” key is used and the mouse position is changed to the “Send” button, hitting the “Enter” key would send the email.

    Having said that, you can reach out to us at support[at]zohoinvoice[dot]com so that we can assist you better.

    Regards,
    Reshma.

  2. Make placeholders as available in footers available for all other fields in Estimates / Invoices / Credit Notes

    Would be great to have placeholders available for all other fields in Estimates / Invoices / Credit Notes. We are trying to build a confirmation stub, something like "I confirm estimate [placeholder for estimate number], signed by [placeholder for contact name].

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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    Hello,

    We would like to know more about your exact requirement so that we can suggest the best possible solution.

    It would be very helpful if you can drop an email to support[at]zohoinvoice[dot]com so that our support team can assist you shortly.

    Regards,
    Reshma.

  3. Modify the order of fields in Invoice

    Currently only the order of custom Item fields can be modified, but the default fields like "Quantity", "Rate" etc remain where they are. Can we please have the feature to completely customize and modify the order of fields in the invoices?

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Integrate with SagePay

    I use SagePay to send invoices currently. The client clicks on a PAY NOW button for the merchant gateway.
    I have to double up on Zoho invoice to keep track in my CRM.

    I would like to integrate SagePay with Zoho Invoices so clients can pay directly from the Zoho invoice.

    3 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  5. Add bulk edit option to “Mark as Non-Billable"

    In the timesheet section, it would be nice to have the option to “mark as non-billable” as a bulk edit. The current bulk edit options include:

    • Mark as invoiced
    • Mark as Unbilled
    • Delete

    I would like you to add a button to “Mark as Non-Billable” here: https://www.screencast.com/t/JggsPFfxB Currently, you have to open each time entry and uncheck the box manually, which is time consuming and annoying.

    13 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. Custom Form for Purchase Orders

    Please add a purchase order form so that purchase orders can be created to support an estimate/invoice.

    10 votes
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    0 comments  ·  Payments  ·  Admin →
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    Hi Ron,

    Creating a purchase order is not possible through Zoho Invoice since it primarily focuses on the sales cycle of your business. However, you can achieve it using Zoho Books.

    Zoho Books is a super-set of Zoho Invoice and an extensive accounting application. It has every single functionality as Zoho Invoice and in addition, you can raise sales and purchase orders and much more.

    You can easily upgrade your Invoice account to Books using the steps mentioned here:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any queries, feel free to drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  7. Stripe 3D Secure

    3D Secure support for Stripe.

    7 votes
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    Hi there,

    The Zoho Invoice-Stripe integration is recently enhanced to support 3D secure payments. Since this is currently in the early access stage, we request you to drop an email to support[at]zohoinvoice[dot]com and we’ll enable it for your organization.

    Regards,
    Reshma

  8. Remote support time to invoice

    Auto invoice creation after a remote support session. Perhaps with a link to video of works done and a timeline.

    1 vote
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    0 comments  ·  Admin →
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  9. Add feature for copy journal voucher

    Add feature for copy journal voucher

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  10. WRITE-OFF

    Had to write off several invoices when client became insolvent but, when I go to reports the invoices show as "paid" instead of "written off" and is confusing my accountant (and me) because I cannot sort or select just the written off invoices to run report for tax purposes. PLEASE make this write-off feature a different category than "paid"

    8 votes
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    2 comments  ·  Invoices  ·  Admin →
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  11. Easy upgrade from mobile to standard subscription

    Am completely baffled why this is such a hard process. Am trying to do this currently however I have phoned and am still awaiting the email with directions. Have sent another email, and now the phones are not being answered. Very frustrating.

    1 vote
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    0 comments  ·  General  ·  Admin →
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    Hi Nathan,

    Our team is working to bring out seamless plan change options and once that is done, you’ll be able to upgrade smoothly.

    Regarding the problem you faced, we hope our support team reached out to us and assisted you on this :)

    We are just a click away!

    Regards,
    Reshma.

  12. Your password reset isnt working.

    I reset twice, successfully with no email

    1 vote
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  13. 2 votes
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    0 comments  ·  Projects  ·  Admin →
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  14. Make the PDF Invoices not filled with errors

    Right now when you input a $-based discount, it shows up on the PDF as a 0% discount still, so you effectively can't give accurate $-based discounts. Also, after inputing new customers, the addresses are not displayed correctly on the PDF. For the billing address, inputing "Chicago, IL 60603" results in "Chicago,IL 60603" on the PDF. Note the incorrect spacing. On the shipping address, it appears as "Chicago, IL60603" again with incorrect spacing.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hi Jon,

    Thank you for posting on our feedback forum.

    First, we would like to clarify that there are no technical issues at our end that could potentially cause the errors you’ve mentioned. To resolve this, we would like to get in touch with you. Hence, it would be great if you can drop an email to support[at]zohoinvoice[dot]com with your contact details.

    Regards,
    Reshma.

  15. Invoices for projects

    Hi,

    I've an IT consulting company. Sometimes the projects has a number of partials payments(example: invoice at the start of the project, invoice in the middle of the project, invoice when we deliver X funcionality and final invoice at the end of project). We don't have any place to input this partials payment and generate the invoices.

    It's possible to create this funcionallity for a IT services companies?

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  16. Custom scheduled reports

    Use custom reports and have them scheduled

    8 votes
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    0 comments  ·  Reports  ·  Admin →
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  17. Dispositioning a pending payment via Snail Mail

    A way to show that a payment is in process via specifically, Snail Mail.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  18. Integration with CoinPayments.net

    Payments with cryptocurrencies are faster with lower transaction costs. Zoho can take a lead in the integration of this into Invoices - I recently discovered CoinPayments.net and I believe its relatively easy to integrate their system into Zoho. Please consider this as a new feature.

    10 votes
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  19. Project list in client overview screen

    We'd love to have quick access to a list of all projects from one client. Now we have to drill down into Contact > Sales and scroll all the way to the bottom for a project list. Could that just become a tab next to Sales/Mails/etc

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  20. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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